Bank of Montreal
ALE

Bank of Montreal’s Allete ALE Stock Holding History

Bank of Montreal’s Portfolio ALE Stock Details ALE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,021
Closed -$466K – 3595
2025
Q3 		$466K Sell
7,021
-1,036
-13% -$67.3K ﹤0.01% 2303
2025
Q2 		$516K Sell
8,057
-1,323
-14% -$86K ﹤0.01% 2259
2025
Q1 		$616K Sell
9,380
-1,793
-16% -$117K ﹤0.01% 2062
2024
Q4 		$724K Buy
11,173
+1,289
+13% +$83.1K ﹤0.01% 2034
2024
Q3 		$636K Sell
9,884
-56,794
-85% -$3.62M ﹤0.01% 2266
2024
Q2 		$4.19M Buy
66,678
+56,496
+555% +$3.48M ﹤0.01% 1342
2024
Q1 		$608K Sell
10,182
-3,394
-25% -$199K ﹤0.01% 2309
2023
Q4 		$840K Sell
13,576
-2,337
-15% -$131K ﹤0.01% 2155
2023
Q3 		$904K Sell
15,913
-92
-0.6% -$5.18K ﹤0.01% 2116
2023
Q2 		$971K Sell
16,005
-4,297
-21% -$265K ﹤0.01% 2200
2023
Q1 		$1.31M Buy
20,302
+2,393
+13% +$150K ﹤0.01% 1889
2022
Q4 		$1.19M Buy
17,909
+7,082
+65% +$420K ﹤0.01% 2084
2022
Q3 		$685 Sell
10,827
-5,990
-36% -$356K ﹤0.01% 2387
2022
Q2 		$1K Buy
16,817
+1,210
+8% +$74K ﹤0.01% 2295
2022
Q1 		$1.06M Sell
15,607
-35
-0.2% -$2.25K ﹤0.01% 2289
2021
Q4 		$1.04M Sell
15,642
-2,452
-14% -$154K ﹤0.01% 1919
2021
Q3 		$1.09M Buy
18,094
+923
+5% +$62.4K ﹤0.01% 2438
2021
Q2 		$1.2M Buy
17,171
+7,135
+71% +$497K ﹤0.01% 2367
2021
Q1 		$693K Sell
10,036
-5,191
-34% -$340K ﹤0.01% 2448
2020
Q4 		$986K Buy
15,227
+3,364
+28% +$191K ﹤0.01% 2253
2020
Q3 		$640K Sell
11,863
-988
-8% -$55.1K ﹤0.01% 2209
2020
Q2 		$724K Sell
12,851
-3,123
-20% -$177K ﹤0.01% 2086
2020
Q1 		$905K Sell
15,974
-14,274
-47% -$1.08M ﹤0.01% 1740
2019
Q4 		$2.46M Buy
30,248
+3,581
+13% +$296K ﹤0.01% 1759
2019
Q3 		$2.33M Buy
26,667
+15,332
+135% +$1.32M ﹤0.01% 1580
2019
Q2 		$942K Buy
11,335
+5,279
+87% +$434K ﹤0.01% 2098
2019
Q1 		$498K Sell
6,056
-1,077
-15% -$84.8K ﹤0.01% 2307
2018
Q4 		$544K Sell
7,133
-203
-3% -$15.7K ﹤0.01% 2139
2018
Q3 		$550K Buy
7,336
+2,737
+60% +$210K ﹤0.01% 2293
2018
Q2 		$355K Buy
4,599
+1,653
+56% +$124K ﹤0.01% 2498
2018
Q1 		$213K Buy
2,946
+544
+23% +$38.4K ﹤0.01% 2601
2017
Q4 		$178K Hold
2,402
– – ﹤0.01% 2728
2017
Q3 		$185K Sell
2,402
-247
-9% -$18.5K ﹤0.01% 2702
2017
Q2 		$189K Sell
2,649
-1,429
-35% -$101K ﹤0.01% 2681
2017
Q1 		$276K Buy
4,078
+209
+5% +$13.7K ﹤0.01% 2322
2016
Q4 		$239K Sell
3,869
-19,858
-84% -$1.21M ﹤0.01% 2418
2016
Q3 		$1.42M Sell
23,727
-17,831
-43% -$1.1M ﹤0.01% 1664
2016
Q2 		$2.69M Sell
41,558
-1,696
-4% -$97.8K ﹤0.01% 1363
2016
Q1 		$2.42M Sell
43,254
-231
-0.5% -$12.3K ﹤0.01% 1345
2015
Q4 		$2.21M Buy
43,485
+42,671
+5,242% +$2.17M ﹤0.01% 1356
2015
Q3 		$41K Sell
814
-45
-5% -$2.18K ﹤0.01% 3000
2015
Q2 		$40K Sell
859
-38
-4% -$1.89K ﹤0.01% 3077
2015
Q1 		$47K Hold
897
– – ﹤0.01% 2943
2014
Q4 		$50K Hold
897
– – ﹤0.01% 3050
2014
Q3 		$40K Sell
897
-1,065
-54% -$51K ﹤0.01% 3220
2014
Q2 		$101K Buy
1,962
+470
+32% +$23.6K ﹤0.01% 2831
2014
Q1 		$78K Buy
1,492
+228
+18% +$11.4K ﹤0.01% 2911
2013
Q4 		$63K Sell
1,264
-12
-0.9% -$594 ﹤0.01% 2756
2013
Q3 		$62K Buy
1,276
+12
+0.9% +$598 ﹤0.01% 2715
2013
Q2 		$63K Buy
+1,264
New +$62.5K ﹤0.01% 2627

Other funds holding ALE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bank of Montreal's ALE Position: Q4 2025 in Review

Bank of Montreal sold out of Allete (ALE) in Q4 2025, closing a stake of 7,021 shares — an estimated $466K sold.

Bank of Montreal first reported a position in ALE in Q2 2013 and held it in 50 quarters. The position peaked at $4.19M in Q2 2024. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • Bank of Montreal reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • Bank of Montreal sold 7,021 Allete shares in Q4 2025, an estimated $466K.
  • Bank of Montreal first reported a position in Allete in Q2 2013 and held it in 50 quarters.
  • Bank of Montreal's Allete position peaked at $4.19M in Q2 2024.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on Bank of Montreal's 13F filing for Q4 2025, filed 12 Feb 2026.